The Centre’s Seventh British Isles Share Plan Symposium will be in two parts:

An in-person event at White & Case’s London offices on the afternoon of Thursday, 25 April 2024. The event will comprise four panel debates, running from 13:30 to 17:30. The symposium will conclude with the announcement and presentation of the newspad All-Employee Share Plan Awards for 2023.

The speakers’presentations will be pre-recorded and form the background material for what we hope will be lively panel and delegate discussions.

Under the heading Employee Share Plans: Beyond The 1%, the main theme of the symposium will be increased productivity and percentage of total equity in employee ownership. If at least 10 percent of equity is in the hands of employees this should give productivity a boost, therefore giving benefit to all investors.

In a keynote speech, chartered governance professional, NED and accredited mediator, Lorraine Young, will examine this theme.

Delegates will hear from share plan experts, who will be discussing international share plans: looking at long term incentives for a mobile workforce; recent changes in restrictive covenants in the UK and other key countries; and asking whether US style ESPPs could offer a simpler multi-jurisdiction solution. On share plans in SMEs, you can learn about managing direct share ownership in an EOT-controlled company; how to navigate valuation issues in unquoted UK companies; and about the risks and rewards of growth shares.

Looking to the future, our speakers will examine executive remuneration in the light of the looming election; the impact on share plans of recent updates to institutional investor guidance; and how communication and networking skills can be used in share plan uptake. There will be an explanation of the impact of tax in an all-employee tax advantaged scheme illustrated by a case study on the recent M&S Sharesave maturity; a look at share plans as part of personal financial planning; and how direct share ownership can enhance productivity and social mobility.

Booking and programme details can be viewed in the event brochure .

Centre conferences are celebrated for their level of speaker expertise and equally for the quality of their networking opportunities.

Admission rates:

Delegates from plan issuer companies will be admitted free of charge.

Practitioners: Members: £450 Non-members: £800

Trustees: Members: £400 Non-members: £650

Multi-booking discount: 50% off cost of ticket for your third delegate.

*All prices are subject to UK standard rate VAT

There will be opportunity to attend remotely should you not be able to travel to London.

To register a delegate email events@esopcentre.com

or phone the team on +44 (0)207 562 0586

All bookings are subject to our terms and conditions.